Balance
PrivateLast Round
Debt
Nov 22, 2022
Est. Valuation
$356M
Total Funding Raised
$436.65M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Balance is a fintech company that provides a B2B checkout platform for online payment processing, utilizing a machine learning engine for real-time authentication and financial risk assessment to provide businesses with flexible payment options.
Sector
FinTech
Verticals
Digital Payments, Lending & Credit, E-commerce, Compliance & Risk
Business Model
B2B
Customer Profile
Payment Processing Fee, Subscription SaaS, Revenue Share
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Balance Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
Balance Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Nov 22, 2022 | ||||
| Series B | Jul 26, 2022 | ||||
| Series A | Aug 25, 2021 | ||||
| Seed | Feb 3, 2021 | ||||
| Accelerator | Jun 1, 2020 |
Key People
Founding team and executive leadership
Balance Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| UpWest | Series B, Series A, Seed |
| SciFi Ventures | Series A, Seed |
| Forerunner Ventures | Series B |
| Lyra Ventures | Series B |
| Jibe Ventures | Series B |
| Salesforce Ventures | Series B |
| HVF Labs | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 24, 2025
Added Shanahans Wines Pty as a customer.
- Oct 29, 2025
Launched MCP Server for AI-driven B2B payments.
Balance Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Balance's valuation, stock price, and market status.